This week, Nvidia has crossed the $4 trillion threshold in market cap while US stocks continue to march upward—all seems relatively well in the markets, right? However, as US equity valuations continue to balloon, investors should consider how that might pose problems for their portfolios down the line. Rise Up! host Terri Kallsen, managing partner at Rise Up Growth Partners, is joined by Bleakley Financial CEO Andy Schwartz and portfolio manager David Mandelbaum for a wide-ranging, level-headed look at the markets and what it all means for your money.
They explore Nvidia’s dominance in the stock markets and the potential risks behind “the taco trade” as well as why healthcare might be one of the most undervalued sectors in today’s overheated market. As markets continue to reach new highs with fervor, they dive deep into what smart investing looks like right now.
Plus: What retail investors need to know before jumping into private equity, the implications of new tariffs on pharmaceuticals and copper, and whether Elon Musk’s recent chaos is a red flag for Tesla shareholders.
Key Takeaways:
- Nvidia’s $4T valuation reflects strength—but also serious risks.
- Healthcare may be the most undervalued sector in today’s market.
- Retail private equity access sounds exciting, but comes with major risks.
- Tariffs on pharma and copper could disrupt supply chains and portfolios.
- U.S. stocks look stretched—discipline and time horizon matter more than ever.
Get personalized insights from experts like Andy and David with a free review of your portfolio. Go to https://www.wealthion.com/free and select Bleakley Financial Group under “Advisor Preference.”
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